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Broadridge

1,112 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 360 increasing their positions, 434 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $25.1B → $23.7B (-$1.37B)

17% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 434

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.2M
Puts
$15.4M
Net Calls
Net Calls Change

Top Buyers

1 +$177M
2 +$123M
3 +$119M
4
JP Morgan Chase
JP Morgan Chase
New York
+$111M
5
Citadel Advisors
Citadel Advisors
Florida
+$97.9M

Top Sellers

1 -$150M
2 -$139M
3 -$120M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$110M
5
Morgan Stanley
Morgan Stanley
New York
-$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
976
CVA Family Office
Colorado
$26.8K
NRG
977
Nemes Rush Group
Michigan
$26.6K
VWA
978
Valued Wealth Advisors
Utah
$26.2K
CI
979
Clal Insurance
Israel
$26K
GLF
980
Groupe la Francaise
France
$25.7K
SAG
981
SageView Advisory Group
California
$24.8K
MWM
982
Mascoma Wealth Management
New Hampshire
$24.8K
OC
983
Oakworth Capital
Alabama
$24.3K
FHC
984
First Horizon Corporation
Tennessee
$23.7K
CA
985
CoreCap Advisors
Michigan
$23.2K
CSB
986
City State Bank
Iowa
$22.8K
FWA
987
Flagship Wealth Advisors
Massachusetts
$22.3K
WWM
988
Wolff Wiese Magana
California
$22.3K
RCM
989
Richardson Capital Management
Wisconsin
$22.3K
DT
990
DV Trading
Illinois
$22.3K
BOTPPF
991
Board of the Pension Protection Fund
United Kingdom
$22.3K
API
992
Asset Planning Inc
California
$22.1K
CT
993
Caldwell Trust
Florida
$20.8K
SS
994
Sunbelt Securities
Texas
$20.3K
CAL
995
Capital Analysts LLC
Pennsylvania
$20K
FMII
996
Farmers & Merchants Investments Inc
Nebraska
$18.3K
EWP
997
Elevation Wealth Partners
California
$17.9K
KFAS
998
Keating Financial Advisory Services
Kansas
$17.9K
WWA
999
Wealth Watch Advisors
Colorado
$17.4K
TTIC
1000
Tower Trust & Investment Company
Iowa
$17.4K